1. STRATEGIC PLANNING Montgomery Twp. Public Schools Judith Ferguson, Consultant Hazard, Young, Attea & Associates Ltd. 1151 Waukegan Road Glenview, IL 60025

2. STRATEGIC PLANNING A process by which an organization discerns its core values, declares its core purpose and designs the means to achieve that purpose

3. The Process Stage 1 Stage 2 Stage 3 Stage 4 Preparing for Transformation Planning Transformation Creating Transformation Learning and Adjusting

4. Components 1. Vision 2. Mission 3. Core Values 4. Objectives 5. Strategies 6. Commitments 7. Action Plans

5. Corporate Vision Statement “It is our goal to become the world leader in our industry within ten years. As we use this term, leadership means more revenue, more profit, more innovation that serves our customers’ needs, and a more attractive place to work than any other competitor. Achieving this ambitious objective will probably require double- digit revenue and profit growth each year. It will surely require that we become less U.S. oriented, more externally focused, considerably less bureaucratic, and more of a service instead of a product company. We sincerely believe that if we work together we can achieve this change, and in the process create a firm that will be admired by our stockholders, customers, employees and communities.” John P. Kotter, Leading Change, p. 70

6. Governing Ideas Source: Peter M. Senge, The Fifth Discipline, p. 223 Vision is the “What?” – the picture of the future we seek to create. Mission (or purpose) is the “Why?” -the organization’s answer to the question, “Why do we exist?” Core values are the “How?” -Its answer to “how do we want to act, consistent with our mission, along the path toward achieving our district’s vision?”

7. Sample Mission Statement The mission of the _____ SD, an educational system embracing a tradition of excellence, is to develop all of our students as passionate, confident, life-long learners who have competence and strength of character to realize their aspirations and thoughtfully contribute to a diverse and changing world.

8. Sample Core Values Integrity Openness Honesty Equal opportunity Trust Respect for differences Individual worth Personal responsibility

9. Objectives Verifiable end results the organization commits to achieve in reaching its mission. Samples: 1. All students will voluntarily and regularly participate in service to others. 2. All students will master the NJ Core Content Curriculum Standards.

10. Strategies Describe the means to achieve the objectives Represent a significant investment toward a specific return Sample: We will build partnerships with community members and organizations to achieve our mission.

11. Action Plans Means for realizing the strategies Specific plans of action Advisory vs. compulsory With cost/benefit/analysis

12. Action Plan Format Strategy #4: We will build partnerships with community members and organizations to achieve our mission. Result #1: There is a comprehensive program for developing, sharing, and maintaining liaisons with community partners. Steps: 1. 2. 3. 4. 5.

13. Commitments Answer the question: In order to achieve our mission, what must we do or refrain from doing? Samples: 1. We will use data to drive important decisions. 2. We will not adopt any new program or service unless it is consistent with and contributes to our mission.

14. Core Values Mission Objectives Strategies Action Plan Commitments Vision

15. Target Dates - 2008/09 Feedback from Advisory Committee on Vision, Mission, and Core Values Nov. 25 Feedback from Community on Vision, Mission and Core Values Dec. 2 Introduce Vision, Mission and Core Values at Board of Education Meeting Dec. 16 Approve Mission, Core Values and Vision at Board of Education Meeting Jan. 13 (Repeat above sequence for Objectives, Strategies and Action Plans) Jan. – Aug. Finalize and Roll Out Strategic PlanSeptember

16. Feedback Protocols In groups, facilitated by a Steering Committee Member,  Review draft vision, mission, and core values  Ask questions to enhance your understanding  Give feedback What do you especially like? What would you like to see modified? What specific changes would you recommend?